Don’t Let Silver Divorce Ruin Your Retirement

4.4 (5 votes)

Recorded On: 09/18/2023

Retirement mortgage options
Spousal buyout
- HECM Refinance (remaining spouse)
- HECM for Purchase (departing spouse)
Selling the marital asset
- HECM for Purchase (both spouses)
The end game
- Comparable home with no payment
- Reduce the need to tap retirement savings
- Reduced tax liability

Approved for One (1) hour of CDFA and CFP CE Credit.

Please note that the conference is live and in-person in Dallas, TX. All schedules shown in the conference agenda are in central standard, and you may access the agenda document via the "handouts" tab of your conference package registration. Please contact the Fairmont Dallas at 214-720-5315 to book a stay for the conference.

Cheryl Canzanella

CLU, ChSNC, LUTCF

Retirement Solutions Partner, Movement Mortgage

With over 23 years of experience in the insurance and financial services industry, Cheryl joined Movement Mortgage as a Retirement Solutions Partner to continue her passion for helping individuals reach their retirement goals. Although she is not a licensed loan officer, her primary focus is working with financial professionals to offer strategies incorporating Reverse Mortgages into the Financial and Estate planning conversation.

Cheryl is an active member of the National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA) and Women in Insurance and Financial Services (WIFS). She is a past president of NAIFA Northeast Florida, has been awarded the NAIFA Florida President’s Award and was recognized as the NAIFA National Young Advisor Team Leader of the Year.

As a native Floridian, Cheryl enjoys spending time with family, relaxing at the beach, playing flag football, doing CrossFit, and volunteering. She can often be heard cheering and/or possibly weeping for her beloved Miami Dolphins and Jacksonville Jaguars.